AI-Powered Finance Automation Lead

Instawork; San Francisco (CA); Sur place; USD 110 000 - 140 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Vision insurance

Flexible paid time off

8 paid company holidays annually

Phone stipend

Commuter stipend

HSA contributions

401K plan

Stock options

Perkspot discount program

Résumé du poste

Instawork is seeking a hands-on leader to own the order-to-cash process and drive finance automation across the Finance team. The role splits roughly 50/50 between billing/collections and automating finance workflows beyond AR, including close, reconciliations, AP, treasury, and reporting.

You will work with Sales, Account Managers, and business partners to optimize processes and implement AI-powered workflows.

Qualifications

• Recent, demonstrable experience building AI/LLM-powered or agentic workflows that run in a real operation and that people still use.
• Working knowledge of core finance processes (order-to-cash, procure-to-pay, month-end close, reconciliations) and how they connect to the ERP.
• Strong quantitative and problem-solving skills with advanced Excel/Google Sheets.
• Experience with workflow automation or integration tools (e.g., Workato, Zapier, n8n, Make) or APIs.
• Experience leading or developing people, including remote or offshore teams.
• Confidence working directly with customers and Sales on billing and collection issues, and influencing teams you don't manage.
• Familiarity with internal controls, SOX, or supporting external audits.

Responsabilités

• Own the order-to-cash and collections strategy; manage AR balance, DSO, and cash conversion cycle.
• Collaborate with Sales, Account Management, and business partners to resolve billing questions, disputes, and past-due balances.
• Identify root causes of late cash and drive fixes with Sales, Ops, and Product.
• Oversee invoicing setup QA, cash application, and month-end close support with AR reconciliations.
• Coach offshore collections analysts and shift routine work toward automation.
• Own credit approval process and work with Sales on credit options for new partners.
• Build AI agents and workflows for collections prioritization, remittance matching, and disputes.

Connaissances

AI/LLM-powered workflows

Finance automation

Order-to-Cash (O2C)

Cash collection & AR

Automation backlog management

People leadership

Outils

NetSuite

Upflow

Salesforce

VMS portals (Fieldglass, Beeline, Coupa, Ariba)

BI tools

Description du poste

Instawork is seeking a hands-on leader to own the order-to-cash process and drive finance automation across the Finance team. The role splits roughly 50/50 between billing/collections and automating finance workflows beyond AR, including close, reconciliations, AP, treasury, and reporting.

You will work with Sales, Account Managers, and business partners to optimize processes and implement AI-powered workflows.